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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,415 | $73,863+387.9% | $143,797+150.6% | $68,490+426.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.83% | 0.91%-13.7pp | -0.04%-12.8pp | -7.85%-5.0pp |
| Employer contribution / active EE | $13,879 | $3,185+335.8% | $4,952+180.3% | $2,597+434.5% |
| Participant deferral / active EE | $5,554 | $3,385+64.1% | $5,638-1.5% | $4,028+37.9% |
| Admin fee / account holder | $6,455 | $5,756+12.1% | $14,679-56.0% | $5,403+19.5% |